National Association of Insurance and Financial Advisors-Florida
SPECIAL NAIFA-NORTHEAST FLORIDA LIVE MEETING ON ZOOM! Thursday, September 24th, 2020 11:30 AM - 12:15 PM Success Using Life Insurance as the Foundation Presented by Carey Yukich, Co-Owner and Financial Advisor TrueWealth Advising Group CLICK FOR MORE ABOUT CAREY YUKICH Plus Jacksonville Mayor Lenny Curry's proclamation of September as Life Insurance Awareness Month! Click HERE for proclamation!…
NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the September NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Craig S. Rodrigue of CSR & Associates A Benefits Group, who will present a One Hour CE class: The Affordable CARES Act: Divorce, Family…
Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC…
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Wednesday, September 30 – from 9:00 a.m. to 10:30 a.m. (ET) Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members…
Three Part Series -- September 16, 23, & 30, 2020 | 2:00 pm eastern "Meet the Feldmans" Case Study NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Facts About…
Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC…
NAIFA-Florida will hold an orientation for the 2021 new Board of Directors on October 1, 2020 at 3:00PM. Call information will be sent directly to the board members prior to the orientation.
Call for Entries! Top 4 Advisors Under 40 Award! RECOGNIZING NAIFA - FLORIDA'S TOP 4 ADVISORS UNDER 40 Application Deadline is Friday, October 2, 2020! Click (HERE) for complete details and award application.
NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals. The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event…
Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE